Adam Schneiberg has been Managing Member/Chief Compliance Officer of Shepherd Street Advisors since September 2019, is a control person of the firm and directly owns 75% or more of it. Adam Schneiberg holds an MBA from The Wharton School of The University of Pennsylvania. Adam Schneiberg studied at the University of Michigan.
Shepherd Street Advisors LLC is a Larkspur, CA firm with $126M under management, 49 clients and 2 advisers across 3 offices, as of its March 2026 filing.
Adam Schneiberg is with Shepherd Street Advisors, based in Larkspur, CA. He has worked in institutional equity research and sales for over 12 years, writing reports and distributing research ideas to mutual fund and hedge fund managers. He has 15 years of experience advising clients directly and builds portfolios to meet each client's appetite for risk and reward.
Adam Schneiberg’s longest registration is the current one, 6 years at Shepherd Street Advisors since 2019. Before joining Shepherd Street Advisors in 2019, Adam Schneiberg was registered through Jacobs & Company, LLC and BTR Capital Management Inc.
- Shepherd Street AdvisorsCurrent– present · 6 yearsLarkspur, CA · Adviser representative · Firm CRD 306021
- Jacobs & Company, LLC– · 5 yearsSan Francisco, CA · Adviser representative · Firm CRD 107674
- BTR Capital Management Inc– · 3 yearsOakland, CA · Adviser representative · Firm CRD 105195
- Structural– · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 140134
- Morgan Stanley & Co. Incorporated– · 2 yearsSan Francisco, CA · Adviser representative · Firm CRD 8209
- Merrill Lynch Pierce Fenner & Smith Inc.– · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Adam Schneiberg is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from November 2019; the most recent is Maryland, in January 2022.
- CaliforniaSince 13 November 2019
- MarylandSince 3 January 2022
- TexasResidentSince 13 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 11 December 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 February 1992 |
| Series 7 | General Securities Representative Examination | 20 November 1991 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Adam Phillip Schneiberg
- CRD
- 2169983
- Firm
- Shepherd Street Advisors · CRD 306021
- Role
- Managing Member/Chief Compliance Officer
- Office
- 900 LARKSPUR LANDING CIRCLE, SUITE 205, Larkspur, CA 94939
- Registration
- Investment adviser registration
- In the industry since
- April 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- shepherdstreetadvisors.com
Where does Adam Schneiberg work?
Adam Schneiberg has been Managing Member/Chief Compliance Officer of Shepherd Street Advisors LLC since September 2019, and is a control person of the firm.
Is Adam Schneiberg a financial advisor?
Yes. Adam Schneiberg has a current investment-adviser registration in California, Maryland and Texas, through Shepherd Street Advisors since November 2019.
How many years of experience does Adam Schneiberg have?
Adam Schneiberg has 20 years in the financial industry, since April 2006, across 6 adviser firms.
What exams has Adam Schneiberg passed?
Adam Schneiberg has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in November 1991.
Where did Adam Schneiberg work before Shepherd Street Advisors?
Before Shepherd Street Advisors, Adam Schneiberg was registered through BTR Capital Management Inc, March 2011 to December 2014; Structural, April 2009 to November 2010; Morgan Stanley & Co. Incorporated, November 2006 to February 2009; Merrill Lynch Pierce Fenner & Smith Inc., February 2005 to April 2006.
Where is Adam Schneiberg based?
Adam Schneiberg’s registered office is in Larkspur, CA.
Is Adam Schneiberg registered with FINRA?
No. Adam Schneiberg has no current broker registration.
How can I verify Adam Schneiberg’s record?
Search CRD 2169983 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Schneiberg’s full registration record.